OFS
SIZE icon

OneAscent Financial Services’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

OneAscent Financial Services’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,397
Closed -$207K – 514
2024
Q4 		$207K Buy
+1,397
New +$213K 0.02% 447

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OneAscent Financial Services's SIZE Position: Q1 2025 in Review

OneAscent Financial Services sold out of iShares MSCI USA Size Factor ETF (SIZE) in Q1 2025, closing a stake of 1,397 shares — an estimated $207K sold.

OneAscent Financial Services first reported a position in SIZE in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 65 funds tracked by Wall St. Rank hold SIZE as of Q1 2025.

  • OneAscent Financial Services reported no remaining iShares MSCI USA Size Factor ETF position as of Q1 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 1,397 iShares MSCI USA Size Factor ETF shares in Q1 2025, an estimated $207K.
  • OneAscent Financial Services first reported a position in iShares MSCI USA Size Factor ETF in Q4 2024 and held it in 1 quarter.
  • OneAscent Financial Services's iShares MSCI USA Size Factor ETF position peaked at $207K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.